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Procore (en-GB)

2021

Below are the notable changes to the project's Commitments tool in 2021.

Create Custom Fields and Custom Sections for Commitments in the Company Level Admin Tool (09/10/2021)

Procore has added the ability to create custom fields in the Company level Admin tool for the project's Commitments tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields. In addition to custom fields, Procore has added the ability to create custom sections for the project's Commitments tool. Custom sections allow you to group custom fields together in one or more separate, user-defined sections. Custom sections are displayed below a commitment's 'General Information' section. See Create Custom Sections.

new Configurable Fieldsets for Commitments Tool (12/08/2021)

Users with 'Admin' level permissions on the Company level Admin tool can now create configurable fieldsets for the project's Commitments tool to designate which fields are required, optional or hidden within projects. See Create New Configurable Fieldsets. For a list of fields that are configurable, see Which fields in the Commitments tool can be configured as required, optional or hidden?

Added 'Budget Code' to Financial Markup for ERP Integrations (16/07/2021)

Procore has started to gradually roll out an updated Financial Markup user interface to Procore customers using the ERP Integrations tool. This added a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialogue boxes. To learn about the dialogue box changes, see Add Financial Markup to Commitment Variations (CVs).  To learn about budget codes, see What is a budget code? 

Added a 'Budget Code' Column to the Subcontractor BOQ Tab of a Commitment (25/05/2021)

Procore has replaced the 'Sub Job' and 'Cost Code' columns in the 'Subcontractor BOQ' tab with a new 'Budget Code' column. This new column will now appear in all of your Procore project's purchase orders and subcontracts. See Add a Subcontractor BOQ to a Commitment and Update a Subcontractor BOQ as a Payment Application Contact. To learn about budget codes, see What is a budget code?

Added 'Budget Code' to Financial Markup (24/05/2021)

Procore has started to gradually roll out a new 'Budget Code' drop-down list in the 'Maps To' section of the 'Add Horizontal Markup' and 'Add Vertical Markup' dialogue boxes. To learn about the dialogue box changes, see Add Financial Markup to Commitment Variations (CVs).  To learn about budget codes, see What is a budget code? This update does NOT affect Procore customers using Procore with the Company level ERP Integrations tool. 

New Contracts List in the Commitments Tool (15/04/2021)

The new 'Contracts' list has replaced the existing Summary and Detailed tab on the Commitments tool. Users can no longer switch back to the former experience. For details about the new features, see About the Commitments Tool and Project Financials: New Contracts List in Commitments & Main Contracts.